Niche Legal Focus The firm specializes in estate, trust, and investment fraud cases, indicating opportunities for legal tech solutions tailored to trust management, estate administration, and fraud detection services.

Growing Revenue Range With an annual revenue between one and ten million dollars, the company may be looking to expand its client base or streamline operations, presenting opportunities for growth-focused legal practice management tools.

Tech Adoption Utilizing modern technologies like Cloudflare, Shopify, and Elementor suggests openness to innovative digital solutions, providing a pathway for offering web security, client portal, or online engagement enhancements.

Regional Presence Located in Clearwater, Florida, the firm could benefit from regional marketing strategies or local legal tech services designed to increase visibility within the Florida legal market.

Employee Size & Potential With a team of 11-50 employees, the firm might be interested in scalable business development tools, legal process automation, or employee training solutions to support growth and operational efficiency.